How to add, edit and save invoice items

How to manage invoice items

You can make, save and edit product and service offerings in Bookipi software. It’s simple to maintain a price list of your small business’ products and services in one spot.  

Learn how to create, edit, copy, save and delete invoice items in Bookipi’s invoice software in this user guide. In Bookipi web app v2, you can do the following:

• Create invoice items
• Edit invoice items
• Copy invoice items
• 
  

  Delete invoice items

  
  

Steps to add invoice items

Step 1: Select ‘+ Create’

Then, select ‘+ item‘

Step 2: Add an invoice item

Name your invoice item

Step 3: Enter the price and quantity

Indicate the Price and Unit Type for the invoice item/s.

Step 4: Add a description for the invoice item

Then. press ‘Save‘ to save your changes.

How to edit invoice items

Step 1: Click on Items

Step 2: Select an invoice item

Choose the invoice item you would like to edit

Step 3: Edit the invoice item details

Then, select ‘Update‘ to save your changes.

 

How to copy invoice items

Step 1: Select the three dots next to the invoice item that you’d like to duplicate

Step 2: Select ‘Copy‘

Step 3: Check and edit any invoice item details

A duplicate invoice item is created. Edit the new invoice item as required. Click ‘Save’ to save your changes.

 

How to delete invoice items

Step 1: Select the three dots next to the invoice item you’d like to delete

Step 2: Select ‘Delete‘

Step 3: Select ‘ok’ to delete the invoice item

Discover more tutorials for Bookipi Invoice

• Get the most out of using Bookipi Invoice on Bookipi web app
• Fastest way to invoice with Bookipi Invoice mobile app
• Use our Bookipi Invoice mobile app user guides to send invoices faster